August 25, 2022 » Genesis Wealth Advisors, LLC

CNBC: Are your student loans eligible for the White House forgiveness plan?

August 25, 2022 by Genesis Wealth Advisors

It’s something more than 40 million Americans have in common: They hold federal student loans. But the lending system is famously complicated, and these loans come with various names and terms depending on when they were taken out and for what purpose.

Quarterly Update – May 2022

August 25, 2022August 25, 2022 by Genesis Wealth Advisors

Current Investment Strategy and Themes

All asset classes are acting like high-risk assets, safety is hard to find.
The transition to a monetary tightening policy and higher rates hurts stocks AND bonds.

Quarterly Update – June 2022

August 25, 2022August 25, 2022 by Genesis Wealth Advisors

Current Investment Strategy and Themes

Traditional stocks and bond asset classes remain in a low return expectation environment.
Strategies within stocks and bonds need to focus on protection and diversification.

Quarterly Update – July 2022

August 25, 2022August 25, 2022 by Genesis Wealth Advisors

Current Investment Strategy and Themes

Sharp drops in bond and stocks prices do not signal its time to begin to take risk for the next growth cycle. Instead, the economic and interest rate cycle signals a
further need to reduce to levels of total portfolio risk.

Quarterly Update – August 2022

August 25, 2022August 25, 2022 by Genesis Wealth Advisors

Current Investment Strategy and Themes

After the 20% equity decline, July’s upward bounce does NOT indicate its all-clear to re-risk portfolios. Whether an equity or bond position, the portfolio guideline is lower volatility, higher quality characteristics.

Day: August 25, 2022